Stage
Pre-Seed, Seed
Check Size
$750K – $3.0M
Portfolio
2+ companies
Team
7 partners
Investor activity
Investments in last 12 months: 0Investment Thesis
Focuses on enabling next-gen financial infrastructure and operational tools for lean businesses.
Meet the Team
PG
Paul G. McDermott
Managing Partner
energy business
oil & gas
transmission
distribution
power generation
BM
Bruce M. Rothstein
Managing Partner
oilfield services & equipment
product pipelines & terminals
petroleum products distribution
electric power generation
JR
Joseph R. Dee
Partner
energy M&A
portfolio oversight in energy services
JS
Jennifer S. Cochran
Principal
DK
David Kennedy
Executive Advisor
deal origination & structuring
growth initiatives
exit strategies
board oversight
DP
Daniel Patel
GP
Financial Infrastructure
Industry Focus
Invests In
Other
SaaS
AI / ML
Does Not Invest In
Life Sciences
Portfolio Companies (2)
Other
LE
LedgerIQ
Finance Automation
OP
OpsBuilder
B2B Workflow SaaS
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Frequently Asked Questions
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